About
Who We Are
30 Years of Experience
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
Are You Ready?
Take The First Step
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.
Meet the team
The Financial Professionals Who Listen
Gregory Shoemaker
Principal & Co-Founder
Joe Keifer
Managing Partner & Co-Founder
Khurram Naveed, CFA
Portfolio Manager, LPL Operations Manager
Kim Nellesen
Compliance Specialist
Liyin Bao, CFA
Portfolio & Program Manager, LPL Operations Manager
Regina Crook
Sr. CWP Operations Specialist
Schedule A Meeting
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.